About CAPITAL INTELLIGENCE ADVISORS, INC.
CAPITAL INTELLIGENCE ADVISORS, INC. is a highly reputable financial advisory firm that specializes in providing expert financial guidance and services to clients of all backgrounds and needs. With a team of experienced and knowledgeable advisors, CAPITAL INTELLIGENCE ADVISORS, INC. is dedicated to helping individuals and organizations achieve their financial goals and secure their financial futures.
How the Advisor Helps Clients – Key Takeaways:
CAPITAL INTELLIGENCE ADVISORS, INC. offers a wide range of financial services and expertise to assist clients in various financial areas, including retirement planning, investment management, tax planning, and more. Their primary goal is to provide personalized and tailored financial solutions to each client based on their unique circumstances and goals.
Facts and Insights:
CAPITAL INTELLIGENCE ADVISORS, INC. is proud to share the following key facts and insights about their firm:
- In business for over 20 years
- Over $1 billion in assets under management
- Currently advising over 500 clients
- Team of 10 experienced advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 10 | 20+ |
Financial Services Offered:
CAPITAL INTELLIGENCE ADVISORS, INC. offers a comprehensive range of financial services to meet their clients’ diverse needs and goals. Some of their key services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types:
CAPITAL INTELLIGENCE ADVISORS, INC. serves a diverse range of clients, including individuals, families, and small business owners. They are committed to understanding each client’s unique financial situation and providing tailored solutions to help them achieve their financial goals.
Fees & Compensation:
At CAPITAL INTELLIGENCE ADVISORS, INC., the fee structure is transparent and straightforward. They charge a percentage of total AUM, and this fee is typically negotiable depending on the client’s assets and financial needs. As a fee-only advisory firm, they do not earn commissions on any products they recommend, ensuring that their clients’ best interests are always the top priority.
Background:
CAPITAL INTELLIGENCE ADVISORS, INC. was founded in 1999 and has been providing top-notch financial advice and services to their clients for over 20 years. Their team of advisors has a combined experience of over 100 years in the financial industry, with a deep understanding of the ever-changing market trends and regulations.
Financial Advisor Disclosures to Know:
CAPITAL INTELLIGENCE ADVISORS, INC. prides itself on transparency and being upfront with their clients. As such, they want their clients to be aware of the following important disclosures:
- CAPITAL INTELLIGENCE ADVISORS, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has no record of any disciplinary actions or conflicts of interest.
- All advisors at CAPITAL INTELLIGENCE ADVISORS, INC. are fully licensed and registered with the appropriate authorities.